Investment Operations Analyst

6 months ago

East Melbourne, Australia CoINVEST Limited Full time

Support the vitality of the Victorian Construction Industry
- Hybrid work arrangements | Great benefits | New office design
- Competitive Salary | Established 1976 | CDB Based | Perm role.

**Our vision is to be the best operator of a portable entitlements scheme with the purpose of supporting both the long-term wellbeing of construction workers and the vitality of the construction industry. We put members at the center of everything we do and operate a best practice model administering the Long Service Leave Scheme for the Construction Industry in Victoria.**

**At CoINVEST we are led by our values**:

- Here for our Members
- Empower our People.
- Thrive Together
- Anticipate and Create

With a rewarding transformation underway and to ensure we deliver against our strategic vision to be a best practice industry scheme; we are looking to engage a dedicated
**Investment Operations Analyst **to support our Finance and Investments team in delivering security and peace of mind to our valued members.

**This is a Permanent, Full time, Hybrid role working from home and from our East Melbourne office, closely located to Parliament Station.**

**The Role**:
As
**Investment Operations Analyst at** CoINVEST your expertise will drive the pulse of our Fund's operations. Your role will revolve around ensuring flawless and swift processing, seamless reconciliation, insightful reporting, and meticulous data management. Your contributions will be instrumental in facilitating and improving our investment processes and help shape the strategic investment landscape.

**As a structured individual, capable of process improvements, operating autonomously, and building productive relationships with stakeholders, you will**:

- Drive timely and precise execution of daily investment tasks, including cashflow management and transactions, aligning with operational protocols.
- Enhance operational efficiency, minimise risks, and strengthen controls by evaluating and optimising workflows.
- Supervise investment systems, collaborating with Tech and Innovation teams and vendors to enhance functionality and troubleshoot issues.
- Foster seamless coordination and information exchange with stakeholders like investment managers, custodians, and finance, ensuring harmonious alignment.
- Validate external investment performance reports, comparing them against custodian data and benchmarks.
- Investigate and resolve discrepancies in investment returns, statements, and expenses reconciliation.
- Provide consistent updates to key stakeholders and conduct regular Investment Management Agreement reviews.
- Monitor investment and custodian performance, tracking vital KPIs for insights.
- Contribute to internal reports encompassing Investment Analytics, Board/Investment Committee updates, ABS, and compliance reporting.
- Assist in preparing meetings with investment managers, custodians, and asset consultants, shaping agendas.
- Cultivate and sustain relationships with vital stakeholders, including asset consultants and custodians.

**As a business that demonstrates a true commitment to its employees CoINVEST is committed to providing**:

- An **attractive and competitive base salary.**:

- **12%** Superannuation.
- **Training **and** Career Development** support.
- Customised **Health & Wellbeing Program.**:

- **Member centric culture **that nurtures** diversity.**

**Who are you?**

As a detail-oriented individual you are dedicated to delivering accurate data, and skilled at solving problems. You manage time well and can handle multiple tasks in a fast-paced setting, with a committed focus on our members. With investment experience, you communicate effectively, can work with various stakeholders, and have a true drive to improve processes. As a preference you will hold a relevant degree and may be progressing toward certifications like CFA or CIPM.

Simply click
**APPLY**, submit your resume and a compelling cover letter, and expect to hear from us. For further inquiries, feel free to contact Simon at CoINVEST on 03 9664 7667.
- Please note that employment at CoINVEST is conditional upon the satisfactory completion of a National Police Check & Driver History Check. Applications are open to those with full working rights in Australia. CoINVEST is proud to be an Equal Employment Opportunity Employer._
- As part of our commitment to safety and wellbeing, all CoINVEST employees are currently required to be vaccinated against COVID-19 to work on-site._

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